Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,760 | $77,638+243.6% | $156,551+70.4% | $62,881+324.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 11.16% | 50.33%-39.2pp | 32.23%-21.1pp | 20.14%-9.0pp |
| Employer contribution / active EE | $11,836 | $3,444+243.7% | $5,501+115.1% | $2,281+418.9% |
| Participant deferral / active EE | $6,847 | $3,046+124.8% | $4,871+40.6% | $3,203+113.8% |
| Admin fee / account holder | $1,095 | $5,561-80.3% | $13,028-91.6% | $4,296-74.5% |